After an appointment is finished and the invoice is fully paid, you can still manage several actions from the invoice, such as:
Sending or resending receipts
Correcting staff assignments
Adjusting appointment times
Editing tip distribution between staff
Send Receipt
Once an invoice is fully paid, you can send a receipt to the client.
Steps
Open the appointment drawer
Click View Invoice
Click Send Receipt
You can choose to send the receipt by:
Text message
Email
You may also edit the message content for this one-time send and choose whether to send it to the primary contact or additional contacts.
After clicking Confirm, the receipt will be sent successfully. A confirmation message will appear, and the Send Receipt button will change to Resend Receipt.
Auto Receipt
You can enable automatic receipt sending after payment is completed.
Steps
Go to Settings → Auto Message → Appointment Updates
Find Send receipt once fully paid
Turn the toggle ON
Edit the message template if needed
⚠️ Make sure the Receipt Link variable is included in the template.
This template is also used as the default message when manually sending receipts, even if the auto message is turned off.
Edit Staff Assignment or Appointment Time
If a mistake was made in the staff assignment or appointment details, you can still correct it after checkout.
Steps
Open the appointment from the Calendar or Client Profile
Click the Finished status
Select Undo Checkout
This will revert the appointment to its previous status.
⚠️ Note: Undoing checkout will change the checkout timestamp if you later mark the appointment as finished again.
Update Staff or Appointment Details
After undoing checkout:
Hover over the appointment time or service card
Click Edit
Update the staff assignment or appointment details
Click Take Payment and mark the appointment Finished and Fully Paid
This ensures reports reflect the correct staff and appointment information.
Edit Check-In / Check-Out Time
Undoing checkout may affect the recorded service time for staff.
To adjust the check-in or check-out time:
Hover over the check-in / check-out time bar
Click Edit
Update the check-in or check-out date and time
Save the changes
Edit Staff Tip Split
You can modify how tips are distributed among staff even after the invoice is closed.
By default, tip distribution is based on your Payroll Settings: Settings → Staff → Payroll Settings
Tip split can be configured as:
Split by service price
Split equally among staff
Edit Tip Distribution
Open the appointment drawer
Click View Invoice
Under the Tip section, click Edit Tip Split
You can then:
Reallocate tips between staff members
Adjust the total tip amount for staff
Choose the split method:
Split by service price
Split equally
Custom split
Important Note:
Tip distribution is typically based on the services provided by assigned staff members.
However, for services such as Boarding or Daycare, where staff may not be assigned directly to the appointment, you may choose to allocate a portion of the tip to Remaining Tip.
This allows you to later distribute that portion of the tip to boarding or daycare staff according to your business’s internal tip policy.
Custom Tip Split
If selecting Custom Split, you can adjust tips by:
Percentage
Fixed amount
After making adjustments, click Save.
The updated tip distribution will immediately appear on the invoice.
📱 Send Receipt (App)
After finishing an appointment and collecting payment:
If Auto Receipt is enabled, the receipt will be sent automatically.
You can also send or resend the receipt manually.
Steps
Open the appointment invoice
Tap Send Receipt
If the receipt has already been sent, you will see “Receipt sent at [date and time]” above the Resend Receipt button.
From the pop-up window, you can:
Send by text message
Send by email
Share the receipt link
Tap Send or Share Link to deliver the receipt.
📱 Edit Tip Split (App)
To adjust tip distribution in the mobile app:
Open the invoice
Tap Edit Tip Split
You can then:
Adjust the total tip amount
Choose a split method:
Split by service price
Split equally among staff
Custom split
For custom splits, you can adjust:
Percentage per staff member
Fixed amount per staff member
Tap Confirm to save the changes.
